by Richard Edwards | Sep 12, 2022 | Uncategorised
Cash may not be king Deciding whether to withdraw cash from your pension pot Choosing what to do with your pension is a big decision. If you’ve been saving into a defined contribution pension (sometimes called ‘money purchase’) during your working life, from age 55...
by Richard Edwards | Sep 12, 2022 | Uncategorised
Great wealth transfer Preparing both ‘the family’ and ‘the money’ for the transition of wealth to the next generation If you want to pass wealth on to your children and grandchildren, it’s wise to contemplate when it might be best to make that gift. Should you...
by Richard Edwards | Sep 12, 2022 | Uncategorised
Inheritance Tax receipts reach £6.1bn What if I could make my wealth more tax-efficient? We all want to leave a legacy and make sure the ones we care about most are well taken care of when we’re gone. That’s why making plans for Inheritance Tax is so important, to...
by Richard Edwards | Sep 12, 2022 | Uncategorised
Self-employed extremely vulnerable to loss of income Financial planning essential to help balance priorities As the cost of living crisis continues to rise, midlifers are set to be impacted particularly hard. This is because many midlifers are still paying off...
by Richard Edwards | Jul 12, 2022 | Uncategorised
Midlifers set to be impacted twice by the cost of living Financial planning essential to help balance priorities As the cost of living crisis continues to rise, midlifers are set to be impacted particularly hard. This is because many midlifers are still paying off...
by Richard Edwards | Jul 12, 2022 | Uncategorised
How to improve your financial health General principles to help you attain specific goals The cost of living crisis is putting immense pressure on many households across the country. In order to make ends meet, some people are cutting back on their spending and...
